Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Smart advisors: Seeking dividend safety
By Ed McCarthy, CFP, RICPDividend safety is a top concern for retirees. Are you making sure your clients are covered?
June 08, 2014
What a dream client wantsYour dream clients dont want just another vendor. They want a peersomeone whose advice they seek and opinion they respect.
June 07, 2014
The secret to successful email marketing campaignsBefore you hit send on your next email marketing campaign, test it on a small portion of your list to make sure it will accomplish your objectives.
June 06, 2014
Why every advisor needs a solid game planWinning a football game and selling insurance: two sides of the same coin.
June 06, 2014
Time to rein in rollovers?Ed Slott says lack of knowledge on the options available for 401(k) holders hurts participants and advisors.
June 06, 2014
For goal-setting: Dance ‘til it rainsWhats the point in slowing down in pursuit of your goals? If you want to get where youre going, then keep going til you get there.
June 05, 2014
Life insurers scrape for yieldTaking "liquidity risk" is seen as a way to avoid taking more interest rate and default risk.
June 05, 2014
The salesperson's leaderboardJust because a salesperson lands at the top of the leaderboard, doesnt necessarily mean hes the best. Here are 4 factors that might account for a leaders success.